The health of our clients’ legacies keeps us up at night. It’s just how we’re wired, because we devote all of our resources to deliver clarity, commitment, control and certainty to our clients. We’ve built our business on these four tenets and it’s how we’ve managed to save our clients millions of dollars while securing their legacies.

A legacy strategy has a lot of moving parts, so it’s vital to demystify exactly what your plan is and what it means for your wealth, retirement and family. With so much at stake, we refuse to let your legacy be left up to chance or be dictated by fads. Using proven financial models and replacing opinion with facts, allows us to craft the strongest strategy to grow your wealth, minimize your taxes and build your legacy.

OUR APPROACH

Our approach focuses on a proprietary process, whereby we uncover client’s needs, provide advanced solutions and then implement and monitor those solutions on a continuing basis through our Concierge Service program. We take a consultative, holistic approach, which considers our client’s full financial, estate, tax planning, income and retirement needs. We often collaborate with our client’s other advisors and quarterback everything because our intention is to always ensure the process is seamless for our clients.

The reality is that people are simply unaware of the erosion that taxes can have on their investments. We provide clarity in the creation of advanced tailored solutions, which allow our clients to minimize excessive taxes, thus allowing them to redirect their money back into their own lives.

OUR TEAM

Our experience spans three decades of successfully creating wealth and financial protection, for a large and disttinguished group of incorporated professionals and private busines owners.

While you will receive personal attention from Cory Budovitch, your experience is further strengthened by the expertise of a support network of the industry’s leading actuaries, financial analysts, legal, tax and accounting professionals, to provide an incomparable experience portfolio for our clients.

Whereas traditional financial advisors may not consider every aspect of a particular client’s needs and push the standard products, we carefully take every element into consideration, including tax consequences, estate planning, mortality, income and risk management, when offering a choice of solutions.

We test and verify by fact the financial strategies that clients are currently undertaking and ensure that they obtain maximum benefits from them. We do this by using a proprietary financial model which verifies the information we are providing. If this isn’t satisfactory, we find a better way. Our commitment isn’t to financial products but instead to find the most efficient ways to allow you to keep and grow as much of your wealth as possible.

OUR PROVIDERS

Regardless of the economy or uncertainty of the times, our providers have laid the foundation of Budovitch Legacy Planning’s success through innovative and creative financial strategies that hold minimal risk.

This has allowed us to provide our clients with the clarity of choice, certainty in outcomes, control of their financial destiny and has proven our commitment to the future of their legacy

The Budovitch Legacy Discovery will reveal:

The negative impact previous decisions may have had on the future value of your legacy portfolio

The identification of opportunities, given a slight adjustment, that could substantially increase your future wealth

Regardless of the economy or uncertainty of the times, our providers have laid the foundation of Budovitch Legacy Planning’s success through innovative and creative financial strategies that hold minimal risk.

This has allowed us to provide our clients with the clarity of choice, certainty in outcomes, control of their financial destiny and has proven our commitment to the future of their legacy